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JC

John B. Carter

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CRD#: 1216771
JC

Professional summary


John Bradley Carter was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, John had worked at 7 firms, which includes OMNIVEST INC., FFP SECURITIES INC., MOUNTAIN STATES INVESTMENTS INC., COLORADO INVESTOR RESOURCES INC., OSAIC FS INC., AMERICAN FRONTEER FINANCIAL CORPORATION, CHESLEY AND DUNN INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brad Carter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 21, 2002 - March 18, 2008

OMNIVEST, INC.

BD
CRD#: 13396
AURORA, CO
Past

March 1, 2002 - November 14, 2002

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

March 25, 1987 - December 8, 1987

MOUNTAIN STATES INVESTMENTS, INC.

BD
CRD#: 7881
LAKEWOOD, CO
Past

July 23, 1986 - December 20, 2001

COLORADO INVESTOR RESOURCES, INC.

BD
CRD#: 16959
AURORA, CO
Past

June 27, 1986 - April 25, 1989

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

February 7, 1985 - September 24, 1985

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
Past

November 28, 1983 - October 30, 1985

CHESLEY AND DUNN, INC.

BD
CRD#: 8362

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/6/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


OI
OMNIVEST, INC.
OMNIVEST, INC.

CRD#: 13396 / SEC#: , 8-29259

BD
Terminated by SEC on 05/28/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 01/19/1983
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PHELPS, ANN GAYSECRETARY/TREASURER CHIEF COMPLIANCE OFFICER714437
PHELPS, THOMAS NIMSVICE PRESIDENT2129968

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


OMNIVEST, INC.

CRD#: 13396

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